Driving Investment Innovation
Partnering with Clients to deliver customized and differentiated investment solutions
Investment Solutions
SSI delivers portfolios with an optimal balance of risk and return
Our Team
Our success is attributed to the experience and stability of our most important asset – Our People
Recent Updates
Dagney Maseda Interview with RIA Channel at Pershing INSITE 2024
Watch this RIA Channel interview with SSI’s Dagney Maseda, CFA, Managing Director and Portfolio Manager. She provides a brief introduction to SSI and explains the
Too Good to Be True? Risk Management Pitfalls
Broadening the field of potential investments provides diversification and, if done effectively, reduces portfolio volatility. Out latest research paper explores some of the common pitfalls
Relative Value: A “Diversifier” within an RMS Portfolio
This report explores the strategic benefits of incorporating unlevered convertible arbitrage into your portfolio as a risk mitigating strategy. It delves into why “higher for
Insights
About Our Firm
SSI Investment Management adds value by seeking to deliver superior risk-adjusted returns for its clients, while focusing on discipline, innovation, consistency, and preservation of capital
We have achieved team stability and depth by promoting a strong team culture – emphasizing a positive, engaged, and supportive environment allowing us to deliver optimal investment performance for our clients
